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American Electric Power

773 hedge funds and large institutions have $18.3B invested in American Electric Power in 2015 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 270 increasing their positions, 307 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more call options, than puts

Call options by funds: $110M | Put options by funds: $56.8M

14% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 59

0.31% less ownership

Funds ownership: 66.82%66.52% (-0.31%)

0% less funds holding

Funds holding: 776773 (-3)

8% less capital invested

Capital invested by funds: $19.8B → $18.3B (-$1.52B)

12% less repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 307

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
773
Holders Change
-3
Holders Change %
-0.39%
% of All Funds
20.6%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.13%
New
67
Increased
270
Reduced
307
Closed
59
Calls
$110M
Puts
$56.8M
Net Calls
+$52.8M
Net Calls Change
+$18.3M
Name Holding Trade Value Shares
Change
Change in
Stake
DG
501
Davidson & Garrard
Virginia
$469K
ICAS
502
Investors Capital Advisory Services
Massachusetts
$467K -$23K -388 -4%
Bank of Nova Scotia
503
Bank of Nova Scotia
Ontario, Canada
$467K -$7.36K -124 -1%
OMCS
504
Old Mutual Customised Solutions
South Africa
$467K
BRWA
505
B. Riley Wealth Advisors
Florida
$463K -$890 -15 -0.2%
NRS
506
Neville Rodie & Shaw
New York
$460K
SCM
507
Shelton Capital Management
Colorado
$457K +$19.3K +325 +4%
SAM
508
Silvercrest Asset Management
New York
$456K
BO
509
Bank OZK
Arkansas
$452K -$5.16K -87 -1%
SSWM
510
Smith Salley Wealth Management
North Carolina
$452K +$84.6K +1,426 +22%
BUB
511
BBVA USA Bancshares
Texas
$450K -$15.7K -264 -3%
PCM
512
Prelude Capital Management
New York
$450K +$47.9K +808 +11%
ITIM
513
Indiana Trust & Investment Management
Indiana
$448K -$902K -15,210 -66%
IHL
514
Investment House LLC
California
$444K
HSA
515
HBK Sorce Advisory
Pennsylvania
$439K +$68.5K +1,155 +17%
Tudor Investment Corp
516
Tudor Investment Corp
Connecticut
$434K +$458K +7,723 New
FTIOP
517
Fiduciary Trust International of Pennsylvania
Pennsylvania
$432K -$59.3K -1,000 -12%
PAG
518
Pinnacle Advisory Group
Maryland
$432K
Squarepoint
519
Squarepoint
New York
$422K +$445K +7,505 New
Jane Street
520
Jane Street
New York
$412K +$150K +2,534 +53%
LBC
521
Lowe Brockenbrough & Co
Virginia
$407K -$402K -6,779 -48%
AMIM
522
Aull & Monroe Investment Management
Alabama
$407K
AIA
523
Avalon Investment & Advisory
Texas
$407K +$21.1K +355 +5%
LP
524
LMR Partners
United Kingdom
$407K +$429K +7,235 New
TCM
525
Tran Capital Management
California
$399K

AEP Hedge Fund Activity: Q1 2015 in Review

773 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in American Electric Power (AEP) for Q1 2015, worth a combined $18.3B — down 7.7% from $19.8B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new AEP positions and 59 closed out — a net gain of 8 holders — while 270 added to existing stakes and 307 trimmed.

The largest buyer was Millennium Management, adding an estimated $300M. The largest seller was T. Rowe Price Associates, cutting an estimated $143M.

  • 773 institutional investors held American Electric Power (AEP) as of Q1 2015, down from 776 in Q4 2014.
  • Funds reported $18.3B of American Electric Power stock for Q1 2015, down 7.7% quarter-over-quarter.
  • 67 funds opened new American Electric Power positions in Q1 2015 and 59 closed out, a net change of +8 holders.
  • The largest American Electric Power buyer in Q1 2015 was Millennium Management, an estimated $300M added.
  • The largest American Electric Power seller in Q1 2015 was T. Rowe Price Associates, an estimated $143M sold.

Based on aggregated 13F filings for Q1 2015.